Custom shape color palettes in Tableau

Its 2022 and it's all about the looks, isn't it?

I got inspired by the WOW2022 week 23 challenge from Lorna Brown. There Lorna shows an interesting way to show a colour legend on the dashboard. In this blog I have shown how Lorna did it and I have expanded to show a few more shapes. This is the first time I write about something I tought myself and I am feelng a little proud with myself. Thank you Lorna!

Let’s begin!

Step 1: Count the number of colours and decide how many rows and colomns you would like to have. In this example I am using the old favourite Sample Superstore and the sub-category in particular. There are 19 sub - categories, so I decide to make a 6 x 3 grid and I will have one blank at the end.

Step 2: Create a calculation for the rows and put in on the column shelf

INT((INDEX()-1) / 3)

Step 3: Create a calculation for the columns and put in on the rows shelf

(INDEX()-1) % 3

Step 4: Add sub-category to the marks card on text and on colour. For the color I used Tableau Classic 20. It is important to choose color palette that has at least the number of colous as needed.

Step 5: Format the text to fit the circle and here is the result.

Bonus options: We can choose a selection of shapes from the shapes option. Here are some examples:

Circles:

Filled squares:

Square borders:

Filled crosses:

Persons:

Clouds:

Hearts:

Or a custom shape of your choice! Enjoy your new unique custom Tableau colour pallet!

Voila!

Author:
Zdravka Bratuhtcheva
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